Performance analysis of SPMB (SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF)
Annual Return
Over the past 3 years, SPMB has had an average annual return of +4.41%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPMB has had an average annual return of +0.36%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SPMB has had an average annual return of +1.23%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 30, 2009, SPMB has had an average annual return of +2.32%, underperforming the benchmark SPY, which returned +15.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.74% | +8.28% | +1.35% | +5.09% | -12.05% | -1.46% | +4.19% | +6.16% | +1% | +2.14% | +0.89% | +1.73% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +5.99% | -1.82% | +2.16% | +7.64% | +4.81% | +5.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.38% | +1.75% | -1.58% | +0.05% | +0.31% | -0.13% | +0.74% | ||||||
| 2025 | +0.37% | +2.67% | -0.11% | +0.26% | -0.92% | +1.83% | -0.46% | +1.68% | +1.26% | +0.80% | +0.57% | +0.07% | +8.28% |
| 2024 | -0.22% | -1.82% | +1.05% | -3.03% | +2.02% | +1.28% | +2.58% | +1.70% | +1% | -2.78% | +1.40% | -1.64% | +1.35% |
| 2023 | +3.46% | -2.75% | +2.11% | +0.52% | -0.72% | -0.24% | -0.27% | -0.88% | -3.16% | -2.17% | +5.24% | +4.25% | +5.09% |
| 2022 | -1.54% | -1.00% | -2.74% | -3.55% | +0.98% | -1.40% | +3.17% | -3.40% | -5.16% | -1.24% | +4.14% | -0.64% | -12.05% |
| 2021 | +0.16% | -0.92% | -0.66% | +0.61% | -0.29% | +0.06% | +0.52% | -0.11% | -0.33% | -0.53% | +0.13% | -0.10% | -1.46% |
| 2020 | +1.19% | +0.68% | +0.85% | +1.19% | +0.03% | -0.09% | +0.19% | +0.00677% | -0.03% | -0.14% | +0.08% | +0.17% | +4.19% |
| 2019 | +0.82% | -0.03% | +1.43% | +0.05% | +1.10% | +0.90% | +0.55% | +0.69% | +0.08% | +0.40% | -0.14% | +0.15% | +6.16% |
| 2018 | -1.08% | -0.66% | +0.85% | -1.03% | +0.86% | -0.15% | +0.18% | +0.49% | -0.39% | -0.54% | +0.77% | +1.74% | +1% |
| 2017 | +0.04% | +0.78% | -0.16% | +0.33% | +0.79% | -0.46% | +0.43% | +0.68% | -0.16% | -0.17% | -0.03% | +0.06% | +2.14% |
Drawdown analysis of SPMB (SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF)
The maximum drawdown for the SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 557 trading sessions.
The current SPMB drawdown is -1.36%.
Since Jan 30, 2009 SPMB has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.03% | Feb 2, 2021 | 683 | Oct 19, 2023 | 557 | Jan 9, 2026 | 1240 |
| -12.60% | Mar 6, 2020 | 4 | Mar 12, 2020 | 12 | Mar 30, 2020 | 16 |
| -5.04% | Nov 5, 2009 | 39 | Jan 4, 2010 | 111 | Jun 14, 2010 | 150 |
| -4.95% | Sep 11, 2009 | 7 | Sep 22, 2009 | 32 | Nov 5, 2009 | 39 |
| -4.53% | Sep 26, 2012 | 235 | Sep 5, 2013 | 164 | May 1, 2014 | 399 |
| -4.43% | May 18, 2009 | 26 | Jun 24, 2009 | 55 | Sep 11, 2009 | 81 |
| -3.93% | Sep 29, 2016 | 57 | Dec 20, 2016 | 502 | Dec 19, 2018 | 559 |
| -2.98% | Nov 3, 2010 | 29 | Dec 15, 2010 | 62 | Mar 16, 2011 | 91 |
| -2.89% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -2.23% | Apr 9, 2009 | 15 | May 1, 2009 | 11 | May 18, 2009 | 26 |
| -2.00% | Apr 14, 2015 | 40 | Jun 10, 2015 | 70 | Sep 18, 2015 | 110 |
| -1.64% | Sep 14, 2011 | 31 | Oct 27, 2011 | 53 | Jan 13, 2012 | 84 |
| -1.63% | Feb 13, 2009 | 8 | Feb 26, 2009 | 11 | Mar 13, 2009 | 19 |
| -1.27% | Oct 2, 2015 | 27 | Nov 10, 2015 | 43 | Jan 13, 2016 | 70 |
| -1.21% | Jun 8, 2011 | 20 | Jul 7, 2011 | 18 | Aug 2, 2011 | 38 |
| -1.17% | Aug 11, 2010 | 31 | Sep 24, 2010 | 12 | Oct 12, 2010 | 43 |
| -1.16% | Mar 16, 2011 | 7 | Mar 25, 2011 | 20 | Apr 25, 2011 | 27 |
| -1.14% | Jul 11, 2014 | 3 | Jul 16, 2014 | 22 | Aug 15, 2014 | 25 |
| -1.09% | Nov 26, 2014 | 18 | Dec 23, 2014 | 8 | Jan 6, 2015 | 26 |
| -1.06% | Mar 23, 2009 | 10 | Apr 6, 2009 | 3 | Apr 9, 2009 | 13 |
| -1.06% | Jul 31, 2012 | 11 | Aug 15, 2012 | 20 | Sep 13, 2012 | 31 |
| -1.04% | Aug 11, 2011 | 12 | Aug 29, 2011 | 4 | Sep 2, 2011 | 16 |
| -0.94% | Nov 7, 2014 | 2 | Nov 11, 2014 | 9 | Nov 24, 2014 | 11 |
| -0.86% | Feb 5, 2015 | 8 | Feb 18, 2015 | 16 | Mar 12, 2015 | 24 |
| -0.84% | Sep 4, 2019 | 7 | Sep 13, 2019 | 14 | Oct 3, 2019 | 21 |